Banner Document Management Suite David Cheney |

Introductions David Cheney  Document Management Consultant for SunGard HE  Based out of Virginia Beach, Virginia  11+ years of experience as a trainer, administrator, and user of Banner & Xtender Solutions  CDIA+ certified How well do you know each other?  Name, Role, How related to Banner/Xtender  “Brush with greatness” |

Dennis Quaid Asleep in 12D |

Brush with Greatness |

Agenda - Today  Key Concepts  Xtender Solutions Systems Overview  Basic End User & Scanning Training  Batch Scanning & Indexing  Document Manipulation & Retrieval, Queries, Annotations  Import & Export  Deleting Docs, Modifying Indexes, Versioning |

Agenda - Wednesday  Continuation of Basic End User Training  Exercises to build skill and comfort level  BDMS Integration Training  New Banner Screens & how to use them  Building Checklist Requirements  Building and or Changing Context Rules  More Exercises |

Agenda – Wednesday Afternoon  Advanced End User and Administrator Training (Application Generator)  Security (user, group & document level)  Building New Applications, Modifying Existing Applications  Data Import  Any Follow-up training from previous sessions |

Agenda – Thursday  System Configuration  Security (user, group & document level)  Building New Applications, Modifying Existing Applications  Data Import  Any Follow-up training from previous sessions |

Selected Terminology Index – set of database records, associated with documents, that can be searched by users for the purposes of document retrieval Imaging – digitally scanning paper, microfilm, or microfiche, and indexing the digital images for retrieval Document Management – capture, indexing, storing, monitoring, and retrieval of any kind of electronic file, including images Application – the XtenderSolutions term for a document collection, characterized by a common index structure and users |

Components of Document Management /Imaging 1. Scanning Hardware & Importing Software to bring Documents into the System 2. Tools for Archiving and Storing Documents 3. Indexing Systems to Organize Documents 4. Retrieval Tools to find Documents 5. Access Control to provide Documents to Authorized people |

SunGard HE Banner Document Management Suite 1. Collect information | 2. Manage information 3. Deliver information

Document Management Solution Overview  AppXtender Document Manager  AppXtender Image Capture  AppXtender Web Access |

AppXtender Document Manager  Indexing  Organization  Storage  Retrieval | Cost effective and fast access to a central pool of information

AppXtender Document Manager Features  Easy application generation  Seamless Integration with Business Applications  Comprehensive Electronic File Management  Flexible Security  Support for any type of content  Full integration with Storage |

With AppXtender Document Manager you can  Deliver the right information to your different users when, where and how they need it  Improve collaboration between different users or departments  Improve productivity by eliminating time wasted searching paper files or sifting through unrelated information  Reduce cost by minimizing printing and duplication of documents, and by reducing the amount of physical storage required |

AppXtender Image Capture  Scan  View  Store | Effective scanning module integrated with AppXtender Document Manager

AppXtender Image Capture Features  Batch Scanning  Image Enhancement  Move Online  Printing and faxing  Annotation |

AppXtender Web Access  Retrieve, view and manage your documents using standard browsers  Enable e-business applications by giving them access to content via the web | Efficient and inexpensive content delivery – both inside and outside organization

AppXtender Web Access Features  Internet/Intranet Access to Content  Leverages Web Infrastructure Standards  Comprehensive Content Display and Processing  Robust and Flexible Security  Fully Integrated with Content and Storage |

With AppXtender Web Access you can  Provide global access to information, whenever and whatever it is needed  Securely share information with employees, customers, suppliers and partners  Reduce costs associated with paper distribution, including printing, copying and shipping |

Banner Document Management Suite: What it can do for you  Allow management of millions of files  Allow for retrieval of documents within seconds  Allow information to be shared while maintaining confidentiality  Conform to your working practices, rather than change them  Easy to use and manage |

Easy Information Access  Secures, distributes, and manages any kind of electronic document  Document images from paper or microfilm  Word-processed docs and spreadsheets  Multimedia  attachments  Faxes  Reports and computer output  Viewing of many file types without requiring native desktop application |

Banner Document Management Suite Integration Highlights  Single point of information access  Integration with other OTG solutions and third-party products  Integration with SunGard HE Banner solutions  Easily extensible to new institutional applications  Flexible integration model |

Banner Document Management Suite - Banner Data Integration  Shared information repository  Indexing data look-up and validation  Reduces operator querying time and indexing error  Maintains all active and inactive record information in one database |

Banner Document Management Suite Screen and Event Integration  Single user login with extensible and comprehensive security  Launching all types of documents from Banner screens  Automatic updating of Banner tracking and requirements lists  Launching of Workflow processes and events |

Banner Integration  Screen - Retrieves documents based on Banner context  Security - Uses Banner for login authentication and supports Banner Finance Fund/Org Security  Data – Checks and prompts with Banner data for indexing and validation  Event - Automatically updates Banner checklists and triggers Workflow events |

Banner Integration  Screen Integration  Banner toolbar button calls BDMS library  Data and context points are established  Context rule is invoked if present  Query is formulated based on rule and associated parameters  AppXtender Document Manager or Web Access is invoked  Results are displayed |

Banner Integration  Security Integration  Banner toolbar button calls BDMS library  Login information is passed to AppXtender Document Manger and AppXtender Web Access  Database connection is made via user login or stored credentials  Password-protected role is invoked  Fund/Org security checked for Finance docs |

Banner Integration  Data Integration  Key data elements are synchronized between Banner tables and BDMS tables  BDMS tables are highly indexed for retrieval speed  Initial data load performed during system install  Later data updates performed by db triggers  Users get hot-key, pick-list, pop-up dialog, and auto-fill indexing assistance |

Banner Integration  Event Integration  Indexing of documents to selected applications can trigger updates of Student Admissions checklists or Financial Aid tracking requirements  This functionality can be enabled / disabled by document type, term code or aid year range, module, or system- wide  Financial Aid tracking codes can be institutionally defined and vary between document types |

Easy Document Access | User performs activity on particular Banner form Based upon appropriate security rights, the user can view electronic objects like images, spreadsheets, word documents, etc.

10 Minute Break When we come back:  Live look at AppXtender Image Capture  Hands on Scanning  Live look at AppXtender Document Manager & AppXtender Web Access  Hands on Indexing |